| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Clients can negotiate different fees based on various factors.
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Learn about disclosures →John is a board member for The Illinois Autism Development Center, a non-profit providing education for autistic children and adults, since 2008. He spends minimal time on upkeep of facilities.